2021 – March
| Module | Form | Description |
|---|---|---|
| Administration | Admin settings | Fixed an issue on the 'Administration/Admin settings' form which prevented the E-mail related admin settings from being displayed on the 'General settings' tab. |
| Production | Job orders | Added a new functionality when routing job orders without sufficient job item inventory quantity through services with inventory quantity checking rules such that users can ignore the inventory quantity validation via a new 'Ignore & Continue' button on the validation form and continue routing the jobs through their workflows. |
| Products | Item groups | Made a functionality change when creating new item groups such that newly created item groups are now automatically added as 'Accepted inventory groups' to all the available job types. This change has been made such that item types belonging to new item groups can be added to all orders by default. |
| Production | Job orders | Added a new 'Parent item' column to the 'Items' grid of the 'Production/Job orders/Job order detail' form, which shows the parent item of job subitems. The new column can also be used to change the parent item of such subitems and reorganize the structure of job items directly from the 'Items' grid. |
| Production | Job orders | Added a new 'JO detail price viewer' user group role, accessible via 'Security/User groups/User group detail' form. All job order and job item price related information on the 'Production/Job orders', 'Production/Job order detail', and 'Production/Job order item' forms will be hidden for users belonging to user groups that do not have this role enabled. The role is enabled by default. |
| Misc | QB mapping | Made a functionality change for PIRO Fusion setups using Quickbooks integration such that the 'Shipping type' from the 'Sales/Invoices/Invoice detail' form now carries over into Quickbooks in the 'Ship via' field. |
| Multiple | Multiple | Added a new 'Create & Print invoice' button on the 'Quick add/Sales orders' form when quick adding sales orders, allowing users to simultaneously save new sales orders and print the sales order report. Also fixed an issue when quick adding sales orders which prevented the newly created sales orders from being made available for conversion on the 'Sales/Sales orders/Items' tab. |
| Production | Job queue | Added a new functionality on the 'Production/Job queue' form which allows users to quickly change the rank (and display order) of service by dragging & dropping them using the services tab from the top of the form. |
| Sales | Price quotes | Added a new functionality on the 'Sales/Price quotes' form which allows users to approve, convert and reject multiple price quotes simultaneously using the new 'Bulk actions' options after selecting multiple price quotes. |
| Purchasing | Purchase orders | Added a new 'Notes' column on the 'Purchasing/Purchase orders/Purchase order detail' form, displaying purchase order item notes. Made a functionality change when using the 'Export' button from the 'Purchase orders' grid after selecting multiple purchase orders such that only the selected purchase orders are exported to the Excel file. |
| Configuration | Custom attributes | Fixed an issue when managing custom attribute lists via the'Configuration/Custom attributes/Custom attribute list detail' form which caused an error to be thrown when using the 'Back' if the 'Custom attribute list detail' form had been opened in 'View' mode. |
| CRM | Customers | Fixed an issue on the 'CRM/Customers' form which prevented the options from the 'Actions' button from being visible for company location type customers. |
| Purchasing | Receiving | Added a new functionality on the 'Purchasing/Receiving/Receipt of goods' form when creating receipt of goods from purchase orders that allows higher item quantities to be received than what had been ordered. |
| Configuration | Misc settings | Fixed an issue when managing sales taxes via the 'Configuration/Misc settings/Sales tax' form which causes the sales taxes to be rounded up to 2 decimals instead of 3 decimals. |
| Production | Job orders | The 'Job memo' field from the 'Production/Job orders/Job order detail' form has been moved from the 'Additional infos' tab to the 'Job order details' tab in order to be more easily accessible to users. |
| Sales | Sales orders | Made a functionality change when bulk invoicing sales orders via the 'Sales/Sales orders/Items/Bulk actions/Invoice SO items' button such that multiple sales order belonging to the same customer will now be placed on the same invoice instead of generating a separate invoice for each sales order. |
| Security | Users | Added a new functionality on the 'Security/Users/User detail' form which allows assigning activities to users via a new 'Activity types' tab. |
| Purchasing | Purchase orders | Added a new 'Hide received orders' filter on the 'Purchashing/Purchasing' grid, which can be used to toggle the visibility of purchase orders in 'Received' status. |
| Multiple | Multiple | Made a functionality change to the 'Export' button from all the grids where this button is available such that if users have selected any results via the checkbox column then only the selected results are exported to the Excel file. |
| Multiple | Multiple | Added a new 'Image' column to the 'Items' section of the 'Sales/Sales orders/Sales order detail' and 'Purchasing/Purchasing/Purchase order detail' forms when managing sales orders and purchase orders, displaying the order items' default item type image. |
| Inventory | Transfer form | The visual layout of the 'Inventory/Inventory/Transfer form' when transferring inventory items between inventory locations has been redesigned for improved user clarity and experience. |
| Production | Job orders | Fixed an issue when routing job orders into services set up with attribute based routing rules which caused an error to be thrown if the attribute based routing rule included a '@Reset' type command. |
| Security | Users | Added a new 'Reset password' link on the 'Security/Users/User detail' form when managing users which can be used to reset a user's password and automatically send out an email with the new password to the user's email address. |
| Purchasing | Outgoing Consignments | The 'Outgoing consignments' list accessible via 'Purchasing/Outgoing consignments' has been split into two subtabs, similar to the 'Sales/Sales orders' list. The 'Memos subtab can be used to view and manage outgoing consignments as a whole, while the 'Items' tab can be used to individually view and manage outgoing consignment items. The 'Items' tab can also be used to partially invoice or return outgoing consignment items by specifying the item's quantity to be invoiced or returned in the 'Invoice/Return qty' column and then using the 'Actions/Invoice' or 'Actions/Return' button. |
| Purchasing | Purchase orders | Added a new 'Sales order' filter on the 'Purchasing/Purchasing' list, which allows users to filter purchase orders based on the sales order from which they were generated (if any). |
| Sales | Invoices | Added a new 'Base price' column on the 'Sales/Invoices/Invoice detail' form, displaying the price of invoice items before applying any markups or discounts. |
| Multiple | Multiple | Added a new functionality which allows restricting the visibility of order types (jobs, sales orders, price quotes, purchase orders, consignments, invoices, credit memos, inventory) based on company locations. As such, added a 'Company location' field to all orders that were missing it, which can be used to assign the order to a specific company location. Users with access to specific company locations (which can be specified via 'Security/Users/User detail/Accessible company locations' will only be able to view orders belonging to their accessible company locations. |
| Multiple | Multiple | Made an adjustment to the 'Shopify - PIRO Fusion' integration for setups that use this integration to import orders from shopify into PIRO Fusion such that discount, shipping and tax items from Shopify are now also imported into the PIRO Fusion orders. |
| Sales | Sales orders | Added a new functionality when emailing sales orders via the 'Sales/Sales orders/Email it' button which allows users to select between multiple email templates in cases when multiple auto-email templates had been set up under the parent 'Sales order' auto-email template via 'Administration/Auto-emails'. |
| Purchasing | Return of outgoing consignments | Added a new 'Print' button on the 'Return of outgoing consignment detail (ROC)' form which can be used to print ROCs. Also fixed an issue on the 'Items' grid of this form which caused the 'Unit amount' and 'Price' columns to display large negative numbers instead of '0' for ROC items without a unit amount or price. ROCs can be managed via the 'Purchasing/Outgoing consignments/Items' tab and clicking on the corresponding ROC code from the 'Returns' column. |
| CRM | Customer detail | Added two new 'Save & Create order' and 'Save & Create quote' on the 'CRM/Customers/Customer detail' form when editing customers. The new buttons can be used to save the changes on the customers and quickly create a new job order or price quote. |